Investment Consultant

Private Advertiser; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is looking for a financial advisor to develop and implement financial plans for clients. Responsibilities include conducting financial assessments, managing investment portfolios, and building client relationships. Ideal candidates will possess strong communication skills, work independently, and have a positive mindset. Training and mentorship will be provided.

Benefits

Training on Professional, Interpersonal skills

Mentorship available for entry-level candidates

Tailored guidance from experienced professionals

Qualifications

• Strong interpersonal and communication skills are essential.
• Ability to work independently and occasionally in a team.
• Reliability is crucial for building client trust.
• Demonstrate maturity and discipline in client dealings.
• Maintain a positive mindset and resilience in challenges.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Monitor and manage client investment portfolios actively.
• Build strong relationships with clients through regular communication.
• Conduct detailed financial assessments to tailor solutions.
• Collaborate with specialists for holistic wealth management.

Skills

Interpersonal and Communication skills

Work Independent and at times with team

Reliable personality

Mature & Discipline

Positive Mindset, Self-Driven & Resilient

Job description

What you'll be doing

1. Develop and implement comprehensive financial plans for individual and business clients

2. Conduct detailed financial assessments to understand clients' unique needs and goals

3. Recommend appropriate investment portfolios and strategies aligned with clients' risk profiles and objectives

4. Monitor and manage client investment portfolios, making adjustments as needed

5. Build and maintain strong, trusted relationships with clients through regular communication and reviews

6. Stay up-to-date with industry regulations, trends and best practices to provide expert guidance

7. Collaborate with other financial specialists to deliver holistic wealth management solutions

8. Moniter sales performance and ensure KPI is met

9. Fix and follow up appointment via our various cold market platforms

What we're looking for

• Interpersonal and Communication skills

• Work Independent and at times with team

• Reliable personality

• Mature & Discipline

• Positive Mindset, Self-Driven & Resilient

• Training on Professional, Interpersonal skills and Personal growth provided

• Mentorship available for Entry level candidates or mid-career switch

• Tailored guidance from scripting, presentations and even hand-hold you at appointments by our experienced top producers and managers